Filing Research | ZWS - ZURN ELKAY WATER SOLUTIONS C Institutional Holdings

Snapshot holdings

50 / 78 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	585.0KSH	$29.6M
2	Perpetual Ltd	Shares	277.7KSH	$14.0M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	180.0KSH	$9.1M
4	LBP AM SA	Shares	160.6KSH	$8.1M
5	Sequoia Financial Advisors, LLC	Shares	87.1KSH	$4.4M
6	Louisiana State Employees Retirement System	Shares	65.1KSH	$3.3M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	45.6KSH	$2.3M
8	Police & Firemen's Retirement System of New Jersey	Shares	44.6KSH	$2.3M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	40.5KSH	$2.0M
10	Vest Financial, LLC	Shares	36.3KSH	$1.8M
11	Robeco Institutional Asset Management B.V.	Shares	29.6KSH	$1.5M
12	Trium Capital LLP	Shares	24.7KSH	$1.2M
13	Y-Intercept (Hong Kong) Ltd	Shares	23.1KSH	$1.2M
14	MOODY NATIONAL BANK TRUST DIVISION	Shares	17.5KSH	$884.5K
15	EXCHANGE TRADED CONCEPTS, LLC	Shares	17.4KSH	$876.9K
16	DAVENPORT & Co LLC	Shares	16.2KSH	$816.9K
17	Crossmark Global Holdings, Inc.	Shares	14.9KSH	$753.1K
18	LVW Advisors, LLC	Shares	13.1KSH	$662.9K
19	Yorktown Management & Research Co Inc	Shares	9.8KSH	$492.7K
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.6KSH	$485.3K
21	BENJAMIN EDWARDS INC	Shares	9.1KSH	$461.9K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.6KSH	$456.2K
23	Fifth Third Wealth Advisors LLC	Shares	8.9KSH	$450.7K
24	Thrive Wealth Management, LLC	Shares	8.7KSH	$439.7K
25	Impact Capital Partners LLC	Shares	7.9KSH	$396.9K
26	TruNorth Capital Management, LLC	Shares	7.2KSH	$362.6K
27	Ballentine Partners, LLC	Shares	6.7KSH	$337.6K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	6.8KSH	$333.4K
29	EVERPAR ADVISORS LLC	Shares	5.6KSH	$284.7K
30	Pacific Excel Wealth Advisors, Inc.	Shares	5.3KSH	$269.7K
31	LANARK FINANCIAL, INC.	Shares	5.3KSH	$266.9K
32	EverSource Wealth Advisors, LLC	Shares	4.7KSH	$236.2K
33	Envestnet Portfolio Solutions, Inc.	Shares	4.4KSH	$221.5K
34	BURNEY CO/	Shares	4.2KSH	$212.8K
35	Curated Wealth Partners LLC	Shares	311SH	$201.7K
36	Central Pacific Bank - Trust Division	Shares	3.9KSH	$195.1K
37	GAMMA Investing LLC	Shares	3.7KSH	$187.4K
38	IFP Advisors, Inc	Shares	2.8KSH	$141.7K
39	DARA CAPITAL US, INC.	Shares	2.5KSH	$127.8K
40	HM PAYSON & CO	Shares	2.4KSH	$121.3K
41	FIRST HORIZON CORP	Shares	1.8KSH	$92.1K
42	Farther Finance Advisors, LLC	Shares	1.3KSH	$67.3K
43	AdvisorNet Financial, Inc	Shares	1.2KSH	$60.3K
44	SJS Investment Consulting Inc.	Shares	673SH	$34.0K
45	SIGNATUREFD, LLC	Shares	635SH	$32.1K
46	Versant Capital Management, Inc	Shares	559SH	$28.2K
47	ENTRUST FINANCIAL LLC	Shares	489SH	$24.7K
48	CoreCap Advisors, LLC	Shares	404SH	$20.4K
49	ALBION FINANCIAL GROUP /UT	Shares	315SH	$15.9K
50	WOLFF WIESE MAGANA LLC	Shares	226SH	$11.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 86 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+88.4K	+$7.3M	$29.6M
2	Perpetual Ltd added	Shares	+35.0K	+$3.2M	$14.0M
3	Trium Capital LLP new	Shares	+24.7K	+$1.2M	$1.2M
4	LBP AM SA trimmed	Shares	-1.5K	+$844.4K	$8.1M
5	Sequoia Financial Advisors, LLC added	Shares	+6.3K	+$777.5K	$4.4M
6	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-9.2K	+$611.5K	$9.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+9.6K	+$456.2K	$456.2K
8	Y-Intercept (Hong Kong) Ltd added	Shares	+7.2K	+$456.0K	$1.2M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+4.0K	+$433.1K	$2.3M
10	Robeco Institutional Asset Management B.V. added	Shares	+4.9K	+$388.0K	$1.5M
11	Louisiana State Employees Retirement System trimmed	Shares	-700	+$339.0K	$3.3M
12	Pacific Excel Wealth Advisors, Inc. new	Shares	+5.3K	+$269.7K	$269.7K
13	LANARK FINANCIAL, INC. new	Shares	+5.3K	+$266.9K	$266.9K
14	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+4.0K	+$232.3K	$485.3K
15	Vest Financial, LLC added	Shares	+491	+$228.8K	$1.8M
16	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-99	+$226.0K	$2.0M
17	BURNEY CO/ new	Shares	+4.2K	+$212.8K	$212.8K
18	Curated Wealth Partners LLC new	Shares	+311	+$201.7K	$201.7K
19	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.9K	+$183.2K	$876.9K
20	DARA CAPITAL US, INC. new	Shares	+2.5K	+$127.8K	$127.8K
21	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+43	+$101.5K	$884.5K
22	DAVENPORT & Co LLC added	Shares	+132	+$97.9K	$816.9K
23	Fifth Third Wealth Advisors LLC added	Shares	+1.0K	+$97.5K	$450.7K
24	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$84.8K	$753.1K
25	Thrive Wealth Management, LLC added	Shares	+483	+$71.2K	$439.7K
26	Ballentine Partners, LLC added	Shares	+406	+$56.2K	$337.6K
27	Yorktown Management & Research Co Inc unchanged	Shares	0	+$55.5K	$492.7K
28	Central Pacific Bank - Trust Division added	Shares	+570	+$47.5K	$195.1K
29	TruNorth Capital Management, LLC unchanged	Shares	0	+$40.8K	$362.6K
30	GAMMA Investing LLC added	Shares	+331	+$35.9K	$187.4K
31	IFP Advisors, Inc unchanged	Shares	0	+$16.0K	$141.7K
32	HM PAYSON & CO unchanged	Shares	0	+$13.7K	$121.3K
33	SJS Investment Consulting Inc. added	Shares	+192	+$12.4K	$34.0K
34	Farther Finance Advisors, LLC added	Shares	+73	+$10.2K	$67.3K
35	FIRST HORIZON CORP trimmed	Shares	-35	+$8.8K	$92.1K
36	AdvisorNet Financial, Inc unchanged	Shares	0	+$6.8K	$60.3K
37	EVERPAR ADVISORS LLC trimmed	Shares	-598	+$5.2K	$284.7K
38	Versant Capital Management, Inc unchanged	Shares	0	+$3.2K	$28.2K
39	Gleason Group, Inc. new	Shares	+56	+$2.8K	$2.8K
40	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$2.8K	$24.7K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-544	+$2.1K	$333.4K
42	CoreCap Advisors, LLC trimmed	Shares	-6	+$2.0K	$20.4K
43	Creative Capital Management Investments LLC new	Shares	+36	+$1.8K	$1.8K
44	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$1.8K	$15.9K
45	Noble Wealth Management PBC new	Shares	+34	+$1.7K	$1.7K
46	Wealth Enhancement Trust Services, Inc. new	Shares	+31	+$1.6K	$1.6K
47	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$1.3K	$11.4K
48	JFS WEALTH ADVISORS, LLC added	Shares	+18	+$1.2K	$3.2K
49	Fortitude Family Office, LLC added	Shares	+5	+$703	$4.2K
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+10.4K	+$685	$1.9K

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